At a Glance
- Tasks: Engage with warm leads and guide them through investment opportunities.
- Company: Established housebuilder with a strong reputation in property development.
- Benefits: Competitive salary with potential earnings over £70,000 in the first year.
- Other info: Fast-paced environment with opportunities for personal and professional growth.
- Why this job: Join a dynamic team and help clients grow their wealth through property investments.
- Qualifications: 1+ years in investment, excellent communication, and a knack for persuasion.
The predicted salary is between 70000 - 70000 £ per year.
My client is currently recruiting for an experienced Investment Broker to join their direct team within the investor relations department. They are a well-established medium sized housebuilder with a proven track record for over 26 years in building high quality and award winning developments in the South West of England and South Wales. As part of our ongoing expansion they offer a range of property development investment opportunities for investors.
Background: You will be working from our sales office based in London where you will support and add to an existing successful direct sales team.
Role of our Investment Consultant:
- Contacting warm sales leads that have shown interest in investing into fixed-rate investments and capital growth property-backed investments.
- Understand the client’s risk and investor viability for our product.
- Build rapport, fact find and ask probing questions in order to understand the individual investor profile i.e. High Net Worth or Sophisticated Investor.
- Working towards KPIs and targets, both independently and as a team.
As an Investment Consultant you will need to have:
- Previous experience of working within the investment space (1 year).
- Experience dealing with High Net Worth clients.
- Excellent communication and persuasion skills.
- Handle and overcome objections.
- Self-motivated with the ability to work in a fast-paced environment.
- Ability to work under pressure and to targets.
- Accurate labelling of calls and CRM management.
Successful sales people can expect to earn in excess of £70,000 in year one.
Investment Consultant employer: Prestige Gold Solutions
Contact Detail:
Prestige Gold Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Consultant
✨Tip Number 1
Network like a pro! Get out there and connect with people in the investment space. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to chat with someone about the Investment Consultant role, make sure you can clearly articulate your experience and how it aligns with what they’re looking for. A confident and concise pitch can really set you apart.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Mention something specific from your conversation to remind them of your fit for the position. It’s a small gesture that can leave a big impression.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it shows you’re genuinely interested in being part of our team!
We think you need these skills to ace Investment Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Investment Consultant role. Highlight your experience in the investment space and any previous work with High Net Worth clients. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Don’t forget to mention your ability to handle objections and work under pressure – we love that!
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your application reflects that. Use clear and concise language, and don’t shy away from showcasing your persuasion skills. We’re looking for someone who can build rapport effortlessly!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates. Let’s get started on this journey together!
How to prepare for a job interview at Prestige Gold Solutions
✨Know Your Investment Products
Before the interview, make sure you have a solid understanding of the investment products the company offers. Familiarise yourself with fixed-rate investments and capital growth property-backed investments. This will not only show your enthusiasm but also help you answer questions confidently.
✨Understand Your Client Types
Since you'll be dealing with High Net Worth and Sophisticated Investors, brush up on what differentiates these client profiles. Be prepared to discuss how you would tailor your approach to meet their specific needs and expectations.
✨Practice Your Communication Skills
Excellent communication is key in this role. Practice articulating your thoughts clearly and persuasively. You might even want to role-play common scenarios, such as handling objections or building rapport with potential investors.
✨Set Personal KPIs for the Interview
Just like in the job, set some personal KPIs for your interview preparation. This could include researching the company, preparing questions to ask, or rehearsing your answers. Treat it like a mini sales pitch where you aim to impress!